Squar Milner Financial Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-220
| Closed | -$23K | – | 749 |
|
|
2020
Q1 | $23K | Sell |
220
-395
| -64% | -$41.3K | 0.01% | 448 |
|
|
2019
Q4 | $128K | Buy |
+615
| New | +$128K | 0.06% | 276 |
|
|
2019
Q3 | – | Sell |
-34
| Closed | -$7K | – | 725 |
|
|
2019
Q2 | $7K | Buy |
34
+18
| +113% | +$3.71K | ﹤0.01% | 559 |
|
|
2019
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 749 |
|
|
2018
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 699 |
|
|
2018
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 703 |
|
|
2018
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 798 |
|